United States Job Openings

Rockefeller Capital Management
Wealth Planning Analyst
Boston
FULL TIME
October 16, 2024
Responsibilities:
- Gather extensive financial information to drive plan creation.
- Enter client information into planning software.
- Schedule and prepare materials for client meetings.
- Leverage financial data to identify possible solutions to meet client needs and goals.
- Engage specialists and partners to address client needs and deliver solutions.
- Monitor and update client information and plan changes on a consistent basis.
- Bachelor's degree
- CFP® designation preferred or the desire to obtain and/or maintain at least one firm approved designation.
- Working knowledge of Microsoft products such as Excel, Word, Power Point, and Outlook
- e Money experience preferred
- Strong organization skills and the ability to multitask and reprioritize within tight deadlines.
- Excellent communication skills on complex matters, both written and oral
- Enthusiastic and positive approach to problem-solving and client service
- Strong collaboration and partnership skills
- Strong analytical skills with the ability to identify trends, root cause and effects and develop strategies to increase growth and mitigate risk.
- Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way.
- Minimum of 1-2 years of experience
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
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